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Next Financial Group’s Prologis PLD Stock Holding History

Next Financial Group’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$590K Buy
3,504
+453
+15% +$67.6K 0.04% 474
2021
Q3 		$383K Buy
3,051
+549
+22% +$71.2K 0.03% 580
2021
Q2 		$299K Buy
2,502
+300
+14% +$35.1K 0.02% 681
2021
Q1 		$233K Sell
2,202
-25
-1% -$2.55K 0.02% 716
2020
Q4 		$222K Sell
2,227
-1,531
-41% -$155K 0.02% 677
2020
Q3 		$378K Buy
+3,758
New +$376K 0.04% 422
2020
Q2 		– Sell
-1,796
Closed -$144K – 1551
2020
Q1 		$144K Sell
1,796
-1,889
-51% -$165K 0.02% 641
2019
Q4 		$329K Buy
3,685
+3,254
+755% +$288K 0.03% 489
2019
Q3 		$37K Sell
431
-432
-50% -$35.7K ﹤0.01% 1236
2019
Q2 		$69K Buy
863
+837
+3,219% +$63.7K 0.01% 1056
2019
Q1 		$2K Sell
26
-891
-97% -$60.8K ﹤0.01% 1479
2018
Q4 		$54K Buy
917
+741
+421% +$48K 0.01% 781
2018
Q3 		$12K Buy
+176
New +$11.6K 0.01% 943
2017
Q4 		– Sell
-725
Closed -$47K – 1090
2017
Q3 		$47K Sell
725
-250
-26% -$15.4K 0.01% 712
2017
Q2 		$57K Buy
975
+50
+5% +$2.78K 0.01% 738
2017
Q1 		$50K Sell
925
-26
-3% -$1.32K 0.01% 727
2016
Q4 		$50K Sell
951
-100
-10% -$5.08K 0.01% 961
2016
Q3 		$56K Buy
1,051
+226
+27% +$11.9K 0.01% 902
2016
Q2 		$40K Buy
825
+425
+106% +$20K 0.01% 721
2016
Q1 		$17K Sell
400
-50
-11% -$2.01K 0.01% 1003
2015
Q4 		$19K Hold
450
– – 0.01% 945
2015
Q3 		$17K Buy
450
+100
+29% +$3.91K 0.01% 1016
2015
Q2 		$12K Buy
350
+200
+133% +$8.14K ﹤0.01% 1207
2015
Q1 		$6K Hold
150
– – ﹤0.01% 1433
2014
Q4 		$6K Sell
150
-151
-50% -$6.2K ﹤0.01% 1439
2014
Q3 		$11K Buy
+301
New +$12.2K ﹤0.01% 1717

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's PLD Position: Q4 2021 in Review

Next Financial Group increased its Prologis (PLD) stake by 15% in Q4 2021, buying an estimated $67.6K and bringing the position to 3,504 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #474.

Next Financial Group first reported a position in PLD in Q3 2014 and has held it in 26 quarters since. 1,252 funds tracked by Wall St. Rank hold PLD as of Q4 2021.

  • Next Financial Group held 3,504 shares of Prologis worth $590K as of Q4 2021.
  • Next Financial Group bought 453 Prologis shares in Q4 2021, an estimated $67.6K.
  • Prologis made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #474 holding.
  • Next Financial Group first reported a position in Prologis in Q3 2014 and has held it in 26 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Prologis as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.